Macro Mondays
Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
Mar 3, 2024
The podcast discusses owning enough commodities, improvements in the Manufacturing sector, the USgrowth picture, and the readiness of the Rest of the World. Guest Tracy Shuchart shares insights on energy commodities in the market. Exploration of geopolitical events in the Middle East impacting energy markets and the connection between US and China economies.
42:29
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Quick takeaways
- Understanding the impact of low shipping capacity on natural gas prices and potential for improvement in LNG ship transits.
- Analyzing the political landscape in the Middle East and its effects on oil markets post potential peace deals.
Deep dives
Global Energy Shipping Impact: Natural Gas Prices and Shipping Capacity
The podcast delves into the current challenges faced by LNG ships, particularly the impact of low shipping capacity on natural gas prices. With minimal LNG ship transits from Qatar to Europe, the situation is at its lowest, suggesting a potential for improvement in the future. The lack of safe shipping lanes has led to natural gas price disruptions from Qatar and the US, affecting gas transfers to Europe.
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